Morgan Stanley·2026-08-28Thematic
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-08-28ThematicEnergy security & power·Overweight
- Morgan Stanley·2026-08-28SectorUS life insurers·Overweight
- Morgan Stanley·2026-08-26ThematicChina memory·OverweightCXMT DRAM wafer capacity: MS estimate2026
- Morgan Stanley·2026-08-26Sector017670.KS030200.KS032640.KSKT Corp·Top pickKorea telecoms·Neutral
- Morgan Stanley·2026-08-26Sector1972.HK1997.HKHKLD.SIHong Kong landlords·OverweightHong Kong developers·Underweight
- Morgan Stanley·2026-08-26StrategyChina consumption·Underweight
- Morgan Stanley·2026-08-26ThematicAgribusiness·Neutral
- Morgan Stanley·2026-08-26SectorJapan semiconductor production equipment·OverweightWFE revenue: MS forecast2026e
- Morgan Stanley·2026-08-26StrategyHong Kong equities·NeutralHang Seng Index: MS targetJun-2027
- Morgan Stanley·2026-08-26StrategyMSCI China·NeutralChina healthcare·Overweight
- Morgan Stanley·2026-08-25Sector7203.T7267.TJapan autos·Neutral
- Morgan Stanley·2026-08-25Sector
- Morgan Stanley·2026-08-25SectorSemiconductor capital equipment·OverweightGlobal WFE: MS forecast2026Global WFE: MS forecast2027
- Morgan Stanley·2026-08-25StrategyMSCI China·Neutral
- Morgan Stanley·2026-08-25Sector
- Morgan Stanley·2026-08-25Thematic
- Morgan Stanley·2026-08-25SectorBIM.FRDIA.ITQIA.DESHL.DEEU diagnostics·Neutral
- Morgan Stanley·2026-08-24SectorChina autos·NeutralChina PV wholesale volume: MS forecast2026China auto exports: MS forecast2026
- Morgan Stanley·2026-08-24Sector